Category Archives: Communities

4 Tips to Make the Most Out of Your Volunteer Committee

When was the last time you were asked to join a committee? Did you have a deep sigh of angst or a smile of excitement. Your reaction was probably the former, which is not uncommon. Most professionals I know are involved in one if not multiple volunteer committees and seem either frustrated or lukewarm about the purpose or progress of the committee.volunteer committee blog

Participating in committees is a great opportunity to get diverse voices and perspectives to inform complicated issues and bring forward new solutions. Committee work can also be a great leadership development and community engagement opportunity for staff. When we take the time to be thoughtful about our role and involvement, then we can accelerate the impact of our committee work.

Part of our project management work includes providing staff support for different volunteer committees. These include the Governor-appointed Indiana Early Learning Advisory Committee, Healthy Families Indiana Think Tank, and community-based coalitions (read more here).

Many of my team members are also involved in committees as a volunteer. As a result, we sit on both sides of the table. It’s with this broad perspective that we share the following tips for how you can make the most of your committee work!

1. CLARIFY EXPECTATIONS  

You or your organization were hopefully strategically asked to join this committee. Do you have a clear understanding of your purpose for being on the committee? Are you representing a specific perspective (industry type, stakeholder type, subject matter expertise, etc.), and the leaders are wanting you to share your perspective on behalf of this group? If you are not clear, ask the leaders up front when you are joining.

In addition, what are the leaders expecting you to do on this committee? Is this a working committee that is developing a proposal or reworking policies/ programs? How much time and involvement is expected of you on this committee? Are the leaders of the committee expecting you to share information you learn at the committee with others in your circle or industry?

I was recently asked to join the Wabash County Early Childhood Education Steering Committee, which is responsible for overseeing the implementation of the strategic plan and supporting the working committees. When I joined, I was informed of the reason I was being asked to join, the purpose of our work, and the time commitment for the Steering Committee. I understand my role and the purpose of the group.

A well-run committee should have these expectations and obligations clearly articulated from the beginning, so there is no “gotcha” later when they ask you to do something you didn’t know you were supposed to do. By having this clarity, you should have a stronger sense of purpose and meaning for participating on this committee.

2. ASSESS YOUR ROLE

Once you know the purpose of the committee and your expectations for involvement, now it is time to assess your personal role and contribution. What type of “talent” can you contribute to the committee?

Do you bring a unique perspective that no one else on the committee shares? Can you gather information or review information in a way that no one else can contribute?

My colleague, Sara Anderson, was asked to join our local county’s Juvenile Detention Alternatives Initiative Data Committee. Leaders of the committee became aware of our data expertise and had a need for more assistance. Sara learned more about the committee’s data needs, helped them organize the data into a dashboard (see more here and here about our dashboard work!) to visualize and share with the other committees the impact of their work and made recommendations to improve the data being collected.

Reflect on what ways you can add value to the committee’s work and offer it to the leadership and the group. This will provide more purpose and meaning with the committee and also improve the overall work of the group.

3. PREP AND PLAN

Usually before each committee meeting, the leadership will send out meeting materials (agenda, handouts, etc.) in advance of the committee meeting. If you make the time to review those materials and any other follow-up from the last meeting, you will be able to contribute more in the committee meeting. It will give you a sense of purpose for the meeting and how you can participate/ add to the discussion.

By preparing for the committee in advance, you can also be prepared to ask thoughtful questions or gather other helpful information that could contribute to the discussion. Nothing is worse than showing up to a committee meeting where action is supposed to be taken and feeling like the other members did not do the prep needed to have a meaningful discussion.

4. SHARE YOUR LEARNINGS

Hopefully through your engagement on your committees you are learning new information. Now you are informed and equipped to share this information with your colleagues and industry. Again, you might strategically be asked to share information with your network. Even if you are not asked, odds are that they would still benefit from learning about your work.

For the state advisory groups that we staff and provide backbone support, many committee members find value in participating in the groups because they learn what is happening across the state. Then they are more informed to take that information back to their community and network to help get everyone on the same page and expand the discussion.

Assess the information that you have received and learned through your committee work and think about who in your network could find value in it. Maybe it is simply a quick post on a social media channel, including a blurb in your next e-newsletter or sending out an email. Whatever the communication medium, make sure to pass along what you are learning with relevant parties involved!

Do you have a committee that has stalled and needs some help? Contact us for a free consultation to see if we might be able to help you!

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Besides an ask, did you say thank you?

Research shows nearly a third of giving happens at the end of the year, so now is the time to focus on communication and donor stewardship. Hopefully your year-end campaign will bring in new donors as well as repeat donors. Throughout your campaign, don’t forget to circle back to those who give and follow up with your gratitude.

According to Blackbaud’s Charitable Giving Report, retention rates for first time donors are between 25-30%, but for multi-year donors, the retention rate doubles. We know it’s a busy time of year, but at TCG we recommend building in time to thank your donors and begin (or continue) building a relationship that will continue throughout the year and for years to come. Ultimately, this continued engagement will help grow your donor base.

Ways to Stay In Touch

  1. Celebrate your success
    Screen Shot 2018-11-14 at 8.17.13 PM
    During the end of the year frenzy, don’t forget to thank your supporters and volunteers! Dedicate one of your emails to celebrating what your organization has achieved this year. Include a list of highlights, pictures from events, or a holiday picture of staff, and start building excitement for the coming year.
  1. Send a thank you
    Once you receive a donation, the job is not done yet. Make sure that each donor receives a receipt with their donation. That is required. But don’t stop there. Send your donors a dedicated thank you email or letter. Sooner than later. Want to really say thank you and engage your board? Have board members call or write major donors to express appreciation for their gifts.
  1. Add another communication check in
    It is also part of good donor stewardship to communicate regularly with your donors. Engage (or reengage) your donors in your nonprofit as it is obviously a cause they care about. After the first of the year, welcome new donors. They might have given because a friend or family member supports the cause without knowing the details of what you do. Create a welcome series of emails to get them better acquainted with your organization. And for all donors, connect with them throughout the year and include a call to action – to sign up for your newsletter, tour the facility, attend a program, or volunteer!

TIMELINE. For Follow-Up

You have your campaign strategy and a plan for following up with donors. Here’s a timeline of how everything works together!

Timeline:

  • Start campaign week of Thanksgiving (11/19)
  • Giving Tuesday outreach (11/27)
  • Touches throughout December until December 31st
  • January-February:  Review the data to see how your campaign performed. How many new donors, recaptured donors, and repeat donors did you have?
  • Keep in touch throughout the year!

Want more ideas for your year-end campaign? Check out our latest blogs on Giving Tuesday and 10 Tips for Year-End Giving Campaign. If you want to learn more about how your campaign performed this year or to improve your organization’s fundraising next year, check out our services and contact us today!  

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7 Strategies to Maximize #GivingTuesday

As 2018 comes to an end, we’ve talked a lot about how to end the year with a bang when it comes to your fund development goals. (Find our 10 tips for your year-end giving campaign here). This blog is all about Giving Tuesday – the National Day of Giving.Screen Shot 2018-11-12 at 3.41.39 PM

Giving Tuesday falls on the Tuesday right after Thanksgiving. The idea is to have a day for giving thanks (Thanksgiving), followed by two days for deals (Black Friday and Cyber Monday), and then there is a day dedicated to giving back (Giving Tuesday!).

Giving Tuesday provides a unique opportunity for your organization to engage with donors, partners, and volunteers – and hopefully raise some money! To get the most out of your Giving Tuesday strategy, we recommend implementing these seven strategies:

  1. Set a giving goal
    Decide how much money your organization wants to raise on Giving Tuesday and what the money raised will go toward funding. Once you decide your goals, share them with your supporters! Donors want to know where their money is going and the difference it will make. This strategy will also help build excitement throughout the day as you creep closer and closer to your day’s goal.
  2. Focus on new donors
    Giving Tuesday is a great opportunity to engage with new donors, no matter the size of the gift! Use messaging that clearly illustrates your mission and work for individuals who may not know much about your organization. Talk about the importance of your services and your impact in the community. Include options for gifts as small as $5 on your donation pages to get new supporters in the door.
  3. Engage millennials Giving Tuesday is a very social and hashtag friendly day of giving. It may not connect with all donors (which is why Giving Tuesday should only be one piece of your year-end giving campaign), but it is a perfect opportunity to get millennials excited about your mission AND sharing your campaign.
  4. Use various communication mediums Videos, pictures, and testimonialsScreen Shot 2018-11-12 at 3.39.46 PM are all great tools for sharing your organization’s story. Since Giving Tuesday is primarily an online campaign, you will need to think of how you’re engaging supporters in a way that stands out in the often-distracting digital world. Check out case studies from Giving Tuesday campaigns in 2017 here. Notice the unique messaging, visuals, and strategies used. You’ll see that not everyone focuses on raising dollars during their campaign. In-kind donations may be just as valuable for your organization. You can frame your entire campaign around your organization’s specific need.
  5. Schedule “pushes”
    Tuesday, November 27th may be the big giving day, but planning content to promote leading up to Giving Tuesday will really increase your impact. We recommend 1-2 additional communications in the weeks prior to Giving Tuesday. Promote on your social media platforms that your organization is participating in Giving Tuesday, and share what the day is all about. Send an email blast to your contact list to get them excited about participating. It’s not too early to start building excitement!
  6. Implement peer-to-peer fundraising
    Giving Tuesday is the day to rally the troops and get your network engaged in your fundraising goals. Encourage volunteers, board of directors, staff, and partners to share why they support your organization on their own personal social media platforms. Provide your supporters with content and language to share that is consistent with your messaging. Encourage key contacts to create their own fundraisers on your organization’s behalf.
  7. Follow up with donors We know it’s a busy time of year, but don’t neglect your donors. Acknowledge every gift, no matter the size. Have a process in place for depositing gifts in a timely manner and issuing gift receipts for tax purposes.

As the holiday season approaches, our team would love to support your fundraising efforts. Check out our services here, and contact us today for a free consultation!

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10 Tips for Your Year-End Giving Campaign

2018 is quickly coming to an end! Before you know it, we’ll be saying “Happy New Year” and plans for 2019 will be underway.

We’re heading into the season of giving. It is that time of year where donor dollars increase significantly. Year-end giving trends suggest blog infographic 1that nearly one third of annual giving happens in December.

At Transform Consulting Group, we highlighted tips for ending your fiscal year strong in this blog. One way to finish the year on a high note, is to kick off a year-end campaign with these simple tips (view our video recap of these tips here):

  1. Start Planning Now: You can’t wait until the last few weeks of December to reach out to donors or to make the first “ask.” Get a plan in place today that you can implement over the next few weeks.blog infographic 2
  2. Send Something: Whether it’s a holiday greeting in the mail or an email blast wrapping up the year, your current donors need to hear from you. You can highlight an accomplishment from this year, share a specific need heading into the New Year, or just thank the donor for their past generosity. Most likely your donors are hearing from other organizations too, and you need to be on their radar.
  3. Engage Volunteers: Take the time to appreciate your volunteers this year. Thank them for the time they
    invested in your organization. You may even decide to give a special gift to those who met X amount of service hours. Volunteers are twice as likely to donate to your organization. These are the people who are already engaged in your mission and have seen first-hand the work you do.
  4. Enlist Your Board: Your board of directors can be your biggest asset this time of year. Have board members write personal thank you notes, make phone calls or accompany you to meetings with donors.
  5. Segment Your Contact List: Your strategy should be different for different donors or partners. Organize your contacts into specific lists and plan your approach for each group such as: major donors, once a year donors, volunteers, alumni (past clients if appropriate), board, etc.
  6. Go Visual: Create consistent images and visuals for all aspects of your campaign. Try highlighting major accomplishments or data using infographics (check out our blog series on infographics here). Feature client success stories and quotes with photos (if appropriate). Create images and banners to display on all social media platforms. You can even set up a microsite just for your holiday campaign that clearly showcases your goals and progress over the next few weeks.
  7. Plan A Giving Day: We highlighted tips for implementing your own “Giving Day” in this blog. This can be a unique day that your organization chooses to ramp up efforts or you may decide to take advantage of Giving Tuesday (read our blog with tips here). Regardless of what you choose, make sure you continue promoting your cause until December 31st. Surveys show 12% of funding comes in during the last 3 days of the year, so you shouldn’t just rely on one day for giving, but it can be a great tool to kickstart your efforts.
  8. Make It Easy To Give: Provide your donors with several options for giving and make the options clear! Create a button on your website for donations. Have a link on your social media pages that directs followers to give. Send pre-stamped envelopes for those donors who you know would rather give via check or cash.
  9. Focus On Donor Stewardship: It’s very rare that you can ask a person for money, and they give it to you on the spot. You need to steward a relationship with them first. Build trust and learn about the causes they are interested in. Donor stewardship is important for engaging new donors but also for helping to move current donors to the next level of giving. Don’t expect that your holiday postcard sent in December will be enough to gain significant traction. Make plans to meet up with specific people who you know can give more or should be giving period. Start those conversations today.
  10. Make It Personal: Regardless of what methods you use to ask for gifts (email blast, mailings, one-on-one meetings), you need to bring the focus back to the people you serve and causes you are working to impact. Put a face to your mission and make it personal. Share specific stories of how your programs changed a family’s life. Introduce a donor to that single mom who went back to school. Highlight exactly where the donor’s dollars are going and who will be impacted. Along with the personal anecdotal stories, don’t forget to include your outcome results. Need help with having good data to share? Check out this blog or our services.

At Transform Consulting Group, we understand the many challenges that organizations face and often it begins with funding limitations. We want to work with you on ways to maximize your funding, so that you can move your cause forward. We love thinking outside of the box to come up with unique ways to engage current and new donors. Contact us today and let’s put your year-end campaign into motion!

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7 Tips for Using LinkedIn to Promote Your Work

We cover tips for enhancing your overall social media presence in our Marketing 101 blog series here. You’ll want to keep those tips in mind as we take a deeper dive into the perks of promoting your organization on LinkedIn.

We know there are many social media platforms you can use to promote your work. It quickly gets overwhelming when you try and keep up with everything. We recommend choosing 1-2 platforms to engage with your targeted audience (whether that’s donors, clients, etc.), and do those really well.

We are big fans of LinkedIn at Transform Consulting Group, and we choose to invest time and resources into connecting with our audience through this platform. Why? For TCG, LinkedIN is where our target population is spending time and the best use for our efforts. It will vary depending on your client audience. For example, if your audience is younger, then Instagram or Twitter might be a better fit.

LinkedIn also relies on staff and employees to help promote the organization’s presence. Because our team works across the state, we often have colleagues attending different events or meetings. Our team is on the go, and LinkedIn is a great platform for everyone to share what they are learning and doing related to TCG.

To ensure that we are best leveraging this platform, we follow these 7 practices and think you should too!

7 Tips for Using LinkedIn to Promote Your Work

  1. Screen Shot 2018-10-23 at 4.28.16 PMAdd Visuals – When setting up your organization’s profile, include your logo and a cover image on your organization’s page. Your logo appears when members search for you as well as on your employees’ profiles. Research shows that companies with logo images get six times more traffic to their pages
  2. Be Consistent – When we talk about consistency, we’re talking about two areas: 1) in the content posted and 2) in the way your staff engages online.

    As with any social media content or marketing effort, it is important to stay true to your brand (check out tips in this blog). Your content should be relevant to your work and the sector you serve. Share articles and reports that are related to your cause. Snap photos of clients and share your story of impact. Always remember who you’re targeting to determine if the content is relevant and appropriate.

    Consistency also applies to your staff because LinkedIn really encourages “networks.” As mentioned earlier, this is what makes LinkedIn work. The way to expand your network is by having staff link their personal profiles to your organization’s page.

    One of the first things we do at TCG when we have a new hire is share step-by-step instructions for adding their new position with our company to their personal profile. You can search any of our staff and you’ll find consistent language explaining TCG and our work. Because everyone is expected to link our organization page in their work history, we want to make sure that their networks are getting an accurate picture of who we are.

    If you do a quick scan of your employee’s LinkedIN profile, are they all consistently and accurately explaining your organization? If not, then this is an opportunity to strengthen the branding and awareness of your organization. Add this step to your staff orientation checklist!
  3. Optimize for Search – Company pages on LinkedIn are search engine optimization (SEO)-friendly. Google previews up to 156 characters of your page text, so fill in your descriptions with powerful, keyword-rich copy to uniquely explain your organization.

    On LinkedIn members can search for companies by keyword. Include words and phrases that describe your organization, expertise, and industry focus. 
  4. Encourage Engagement – Your engagement on LinkedIn relies heavily on your network. (Are you sensing a theme here?) The easiest way to get your content shared with new people is to encourage participation from your team. Challenge your staff to “like”, comment and share your organization’s posts. When they do this, their individual networks are then able to view and engage with your content. This is vital to growing your following!

    We have a weekly social media challenge among our TCG team. Everyone is asked to post one time a week and link our company. We do this to hold our team accountable to helping grow our organization’s online presence, while also having clear, simple expectations. It’s easy to get sucked into social media. This allows for healthy boundaries that keep everyone on task!
  5. Share Content Regularly – Plan to post on LinkedIn organization page 3-5 times per week. Consistent posting encourages engagement. Updates posted in the morning usually earn the highest engagement.
  6. Experiment with Ads – As with most Screen Shot 2018-10-23 at 4.00.56 PMsocial media platforms, LinkedIn ads are low cost and can open doors for new clients, donors, etc. LinkedIn offers different options for their campaigns. You can target a specific audience to promote content, create actual ads that will pop up viewers’ homepage, or send target messages directly to people outside of your network.

    As with any advertisement, use engaging, colorful language and visuals that are specifically geared toward your audience. If you’re going to spend money, make sure there is a clear call to action in your ad so you can easily track your return on investment.  
  7. Track Progress – LinkedIn has free analytic tools for tracking engagement. You’ll find this tab in the top left corner. This tool will help you track what content your followers are engaging with, demographics of your visitors, best times to post, etc. We pull a monthly report from this tool to ensure that our efforts on LinkedIn are working and identify areas we can improve our approach. Screen Shot 2018-10-23 at 4.30.26 PM

We believe social media is a great method for telling your organization’s story. At TCG, we want to help you accelerate your impact – whether that’s with your marketing efforts or through our other servicesContact us today and learn more!

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Are You Ready for a Federal Grant?

Receiving a federal grant can be a great way to accelerate your impact. There are many positive attributes in applying for and receiving a federal grant. Federal grants tend to be for larger amounts and are often multi-year funding to name a few. However, federal grant applications are complex and not easy to navigate.

We have successfully helped several organizations apply for and receive multi-million dollar federal grants. These grants have really helped to strengthen the organization’s infrastructure, expand their reach, and impact more individuals. There are some times, however, that we recommend a client not pursue a federal grant opportunity.

Before you invest the time and energy with a federal grant application, make sure these four elements are in place to determine if your organization is ready for a federal grant:grant ready blog


1. Compelling Need

Federal grants are very competitive. When they are national, you can be competing with hundreds of proposals. Nearly every federal grant application will begin with a “Need Section” where the applicant is asked to explain the need for this grant funding and support. One of the ways to stand out is to make sure your geographical community and target population fit the profile of need. Then you will want to pull from various public data sources, using citations, to make the case. Depending on the proposal, we might also include some relevant research and citations  that back up the need and proposed intervention (Check out this blog for our go to data sources!). Treat the writing of this section more like an academic college paper.

2. Program Design

When organizations are ready to apply for a federal grant, they need to have a strong design of their program. Many federal agencies are promoting “research-based” and “evidence-based” programs and services (See this blog for more insight!). If your program does not meet those thresholds, which is not always a requirement, then work to make the case for the program’s rigor and (hopefully) close alignment to evidence-based programs and elements of evidence-based programs.

3. Program Impact

There is an overall trend in grant making where more and more funders are wanting to invest their resources in organizations with sound data and results. They want to see the outcomes and solid data to backup your impact. Make sure your program has outcomes and not just outputs (See this blog for some help with outcomes!). If you are a new program or proposing a new intervention, then it is more difficult since you most likely haven’t proven yourself. This is where having a strong, close alignment to an evidence-based program model is helpful and may serve as a proxy for your impact.

4. Fiscal System and Accountinggrants-gov-logo-lg


Last but certainly not least, your organization needs to have strong fiscal controls in place to account for your federal grant dollars. You never know when the federal government will request an audit of your grant funding, so you want to have good systems in place to be able to account for those specific funds. We had one client go through an audit due to some concerning issues with their federal program officer (not anything they were doing wrong), and it was quite laborious and time consuming since this was their first federal grant. They didn’t have all of the separate accounting systems in place. Make sure you are ready to track, monitor and account for your federal funding.

If your organization can check all four boxes, then it may be time for you to consider a federal grant opportunity that could propel your impact and reach forward. If your organization can’t check all of the boxes yet, then you may need some support to help you get ready. The good news is we can help you in either scenario. Give us a call today to schedule a free consultation and see how federal grants may be a good fit for your organization!

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5 Ways to Strengthen Your Internship Program

As a college student, I believe it is important to gain valuable experience in the workforce. My internship at Transform Consulting Group (TCG) has wrapped up, and I feel better prepared for graduation because  of this summer experience. I am grateful for companies like TCG who provide opportunities to interns (like myself) to build our skills, network with other professionals and strengthen our resumes.

I understand that hiring interns can be a gamble for organizations. You invest time and resources into someone who is often a college student, has little experience and is still sharpening their skillset. While interns do make more work, there are some benefits for hosting an intern:

  • Build your talent pipeline: An internship program is a great recruiting tool and can help you create an ongoing pipeline for your workforce.
  • Increase productivity: There is extra time needed on the front-end of an internship program to get the intern ready to dive into the work. However, once you have done the proper training, it can be nice to have extra hands on deck for projects.Group 4
  • Save money: Interns can be a low cost (TCG pays their interns!) resource for your organization while still being highly motivated workers.
  • Build leadership development opportunities: Having an intern can be a great way to encourage leadership growth among your team by assigning different (maybe even unlikely) employees to supervise an intern.

Now that I have sold you on the benefits of having interns, there are certain things that organizations can do to make it a meaningful experience for everyone! Here are 5 ways to help strengthen your internship programs:

1. Develop an in-depth orientation

Your intern has (hopefully) already studied the company prior to their first day, but it’s important to spend time catching them up to speed on who you are and the work your organization does in the community. You want them to feel confident right away, and it equips them to accurately explain your organization’s work when they share their experiences with fellow students, professors, and future employers.

On day one of my internship, I had a complete employee onboarding. I received collateral materials that tell the story of TCG, and had an opportunity to ask questions about the company.

thumb_IMG_0015_10242. Treat the intern as a real employee

It benefits both the intern and your organization if you provide them with real-world tasks and tangible projects. It is important to remember that even if they will be an employee for a short period of time, their work will still have an impact on the organization. Give your intern opportunities to contribute and walk away from the experience with work they can add to their portfolios. 

3. Schedule regular check-ins

Not only is an internship a great way for a young professional to gain work experience, but it can be a way for them to learn from other professionals in your organization. Allow for times of discussion, share your story, and be transparent about lessons you learned along the way in your career.

4. Practice patience

Every organization has a different way of doing things.  It takes time for any new employee to understand the culture and work environment at a new organization. Be patient with your interns as they learn the ins and outs of your organization and how they can contribute. More than likely it will take them longer to complete a task, and there will probably be some additional reviews involved.

5. Provide time for networking

Along with connecting interns within your organization (if you have more than one), it is also beneficial to allow for opportunities to build their network outside of your walls.

I was able to enjoy social events like Rotary meetings, educational conferences, and networking specific events with other local interns. To make the most of time out of the office, be intentional about scheduling time to debrief.

Internships are a critical step in a young professional’s learning and a company’s talent pipeline. Overall, my experience at TCG as a marketing intern provided opportunities to strengthen my skills and abilities, learn more about the type of work I want to do in the future, and gave me practical experiences that I can share in my portfolio as I begin the job search. It’s the type of experience I hope my fellow classmates are able to find!

Learn more about the team and culture at TCG here, and stay posted on any job opportunities here.

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Your Project Is Feasible. Now How Do You Implement It?

You completed a feasibility study and found out that your project is feasible! Now it’s time for the work of actually implementing your project or new program. What are your next steps?

Your implementation plan will include 4 focus areas: program design, staff, communications/ marketing, and budget. Here are some specific action items to get you on your way to full implementation!

Program Design

A well-designed program will enable you to have the greatest possible impact. Your feasibility study helped you make sure that the elements of your program are informed by the outcomes you want to achieve. Now it’s time to purchase the necessary materials, including the curriculum, as well as necessary office and program supplies.

You will also want to have a method of evaluation in place from the start. You can set this up internally or hire an external evaluator. The evaluation process will help you adjust to changing needs and improve upon your practices. Decide on the process you will use, purchase a database if necessary, and write standard operating procedures for your staff.

Staff

You will likely be looking to hire and train new staff in order to fully implement your program. For this, you can rely in part on the information in your feasibility study. In addition, use what you and your leadership team have done in the past when hiring new staff.

Your feasibility study will help you determine how many staff to hire in your first year. During the first year, you will still be in the process of ramping up to full capacity. Then, determine how many staff are needed once you are operating your fully developed program. You might also work on partnerships with local higher education institutions, workforce boards, and other critical groups to support staffing your new program.

Communications and Marketing

You started developing partnerships with key stakeholders when you engaged them during your feasibility study. Continue to keep these partners informed and engaged as you make progress! During project implementation, you may want to form relationships with additional partners as well. These partnerships are an essential part of your overarching communications and marketing plan.

marketing-toolkitYour marketing strategies will be important as you build your program, begin program enrollment, and communicate its value to your prospective clients and the broader community. Your goals are to attract your target clients to your program, build community buy-in, and increase awareness of prospective donors of the positive impact of your program.

Start using the marketing tactics and timeline you identified in your feasibility study. Create a website, or add onto your existing website with information specific to this project. Send a press release to local media to announce your program launch. Create social media pages for your new program, or add the new information to your existing pages.

Budget

Use the information in your feasibility study to put together a detailed start-up budget. Remember to account for all your projected initial costs. Then, create a budget for each of your first 3 years of operation. For your first year, you will likely not build out your full model. To inform your year-one budget, determine how many clients it is feasible to serve in that first year before you have built up your program’s capacity. When filling in your budget for your second year, account for increases in revenue and expenses for operating at full capacity. As you look to year three, quantify projected changes you expect to see after two years of operation.

jay-county-feasibility-studyYou will set yourself up for success by budgeting for start-up expenses, as well as the changes you will see in the initial years of operation. As you identify the amount of revenue needed to implement your program, create a fund development action plan to secure sustainable funding.

We recently completed a feasibility study for early learning stakeholders in Jay County. Now they are sharing the study results with a broader array of partners. Then, they will determine how to get from where they are now to full program implementation. If you’re interested in completing a feasibility study or taking the the next step toward program implementation, we’d love to help! Contact us today!

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3 Strategic Plan Tools to Create

Congratulations! You have journeyed through the 4 steps of our Strategic Planning Process and you’re ready for the final step: Create. (We covered step 1, step 2, and step 3 in previous blogs).

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The goal of a strategic plan is to develop timely, relevant and action-oriented plans for the future of your organization. Once you have a clear direction, it is time to make sense of the information and package it in a way that is meaningful and possible to implement.  

At TCG, we believe a strategic plan has little value if it is a report that sits on your shelf, never to be seen again. We don’t create long strategic plan reports that you can’t use. We want you to use it, share it and review it on a regular basis.

When working with clients, we recommend and create 3 different strategic plan tools:

1. One-page strategic plan – This is a one-page summary of your goals and top strategies. This tool can be shared externally with partners, funders, and other key stakeholders as well as internally with staff.

When creating a strategic plan for the Wabash County Early Childhood Education Committee, we wanted a one-page overview that highlighted the following key elements:Screen Shot 2018-07-27 at 2.03.33 PM

a. Stakeholders involved (especially since this is a collective impact, multi-sector plan)

b. Goals

c. Strategies

d. Outcomes

Each one-pager for the strategic plan that we create is unique to the client but essentially covers their top goals and strategies.

2. Strategic plan report – This report explains the process of how the strategic plan was completed, the information that was collected, and more details about the goals and strategies. This is typically an internal document that is shared with staff and the board to use when reflecting on the process. It’s especially helpful to document this information for when there are leadership transitions with the staff and board.

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3. Implementation plan – Too often we find that organizations get stuck with figuring out how to take the big picture elements in the strategic plan and make them operational. We create an “implementation plan” to unpack the strategic plan into actionable steps for staff, committees and the board. The main audience for the implementation plan is staff, board and committee members who are most likely responsible for implementation.  Screen Shot 2018-07-27 at 2.04.09 PM


This could be set up like a calendar or a chart that describes who is responsible for each step. We also love using Tableau to create a strategic plan dashboard to track and monitor action items and milestones. The point is that we want all parties involved to have a clear understanding of the timeline, so that they can put the plan in motion.

Is your organization ready to jump into a strategic planning process? Learn more about our strategic planning services here. Contact us today, and we’d love to chat about how our team can meet your needs.

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Marketing 101: 6 Places to List Your Organization Online

At Transform Consulting Group, we know how important it is to market your organization within the online world. Marketing 101- 6 Places to List Your Organization Online
That’s why we have so many blogs in our
Marketing 101 series dedicated to your online presence (here and here).  

There are many online directories to look through. It can be confusing to determine which search engines to use.  We know your time is valuable, so we created a list with our top six go-to directories, starting with the most popular, that you can use to promote your work!

6 Places to List Your Organization Online

1. Google my Business

You have probably heard of or even used Google my Business. Google my business is free and is the “monster” of all search engines. Google logs an average of 7.8 billion searches per day – directing traffic to specific business pages. They have become the prime example of how search engines can help any company become successful.

2. Bing Places for Business

This is a Microsoft product, which means that Bing is the default search engine for most Windows desktop and tablet versions. It allows anyone to add multiple business locations, photos, videos, and more. Bing has an easy, fast, and free registration for anyone to use and add their business.

3. Yahoo Local Listing

Yahoo’s service draws millions of searches every day. It allows anyone to post a basic listing for free. You can choose to pay a minimal free to add more detail and photos within your organization description (but we have had success with the free version!). There is a smaller fee in order to add and more description and a larger fee in if you want your organization to be listed in more than 40 directories. The basic listing is just as sufficient because the most important thing is getting the name out there for the public to see.

4. Yelp

Yelp is one of the best, free engines for honest consumer reviews. Small businesses might not think to use Yelp because it is popular for restaurants and hotels, but it is also a great source for advertising small nonprofits. Yelp stands out from the others because it allows organizations to connect with their clients and/or stakeholders and send them messages for more in depth advertising. They have a unique reporting tool to gain reviews of the best business trends.

5. MerchantCircle

MerchantCircle is a free network that focuses on small business connecting with local customers and other small businesses in the same area. Users can boost their listings, post their own blogs, and take advantage of other marketing tools aimed at making their business stronger.

6. Yellow Pages

Yes, it is true, the Yellow Pages are still an efficient way to advertise a business. It has become a well-organized, online version of the classic search guide. Along with marketing, TCG appreciates good data that can help make a company stronger. Yellow Pages has become the best network that offers detailed ad performance data. The downside to yellow pages, is the fee. The fee can become high depending on the size of the advertisement. This would be something to consider when advertising a business through Yellow Pages. Learn more about the price breakdown here

Not only is it important to have your organization listed, but what information you include in your profile is vital! Make sure to fill in all fields with updated information about your business, so that it is accurate and easy for consumers to learn more about your organization.

At TCG, we’re excited about the causes you support and the work you do in your communities. Can we help you position your organization better online? Contact us today to learn more!

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